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Technology

Wrap/platforms

Adviser 'platform fatigue' stifles AUA growth in Q1

Platform assets under administration (AUA) only rose by 3.62% in Q1 as advisers' fears grew about the regulatory impact of using the technology, according to research by The Platforum.

clock 05 May 2011 •

Wrap/platforms

Elevate powers Axa Wealth AUM to £18bn

Axa Wealth platform sales on Elevate surged 140% in Q1, bringing total platform assets under administration to £2.5bn.

clock 05 May 2011 •

Wrap/platforms

Aviva targets 'Middle Britain' with integrated platform

Aviva has said its new integrated platform will help IFAs serve "Middle Britain" whilst also improving adviser efficiency in the run-up to RDR.

clock 05 May 2011 •

Technology

Tech review: Voyant's cash flow software

AT8's Mark Loosmore examines the improvements Voyant has made since its cash flow planning software was launched in the UK two years ago

clock 05 May 2011 •

Wrap/platforms

Ascentric to launch portfolio report tool

Ascentric is launching a new report tool providing advisers with extensive coverage of client portfolio data including valuations and wrapper performance.

clock 03 May 2011 •

Wrap/platforms

Tech review: Is FinaMetrica worth a look?

Mark Loosmore of AT8 Group meets Geoff Davey, creator of the FinaMetrica Psychometric Risk Profiling system.

clock 27 April 2011 •

Technology

Do you need an iPad?

As the second generation iPad and a raft of rival devices continue to find their way into businesses and homes around the country, IFAonline finds out if IFAs really need a tablet...

clock 27 April 2011 •

Wrap/platforms

Standard Life Wealth launches risk-rated portfolios on wrap

Standard Life Wealth has launched a set of five risk-rated investment strategies on its wrap platform which will form the backbone of its new Managed Portfolio Service (MPS).

clock 26 April 2011 •

Wrap/platforms

Quarter say single platform compromises independence

Nearly a quarter of advisers think using a single platform for their clients will jeopardise their claims of independence, research suggests.

clock 21 April 2011 •

Wrap/platforms

Blog: On this day in…

David Ferguson, CEO of Nucleus Financial, wonders whether 31 March will go down as a key date in the history of platforms…David Ferguson, CEO of Nucleus Financial, wonders whether 31 March will go down as a key date in the history of platforms…

clock 20 April 2011 •
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